Average Ratings 8 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Quip empowers sales teams to enhance their business performance instantly by reimagining traditional sales workflows through the integration of live Salesforce data and collaborative documents. It offers a seamless way for Salesforce users to redefine tasks such as Account Planning, Mutual Close Plans, and Qualification Notes, making it easier to standardize, automate, and integrate real-time documents directly within Salesforce records. By centralizing work and communication, Quip ensures that your team can efficiently accomplish tasks from a single platform. Furthermore, you can incorporate spreadsheets into your documents, providing essential context that aids your team in making informed, critical decisions. With built-in team chat features in every document and spreadsheet, along with dedicated chat rooms and individual messaging options, Quip enhances collaboration and streamlines your workflow effectively. This holistic approach allows teams to work smarter and more cohesively, ultimately driving better business outcomes.

Description

While Salesforce serves as an effective database, it tends to be slow, necessitating excessive clicks and numerous browser tabs for daily tasks. Consequently, many users resort to spreadsheets for their work, jotting down sales notes and managing to-do lists in different applications, which leads to scheduling time on their calendars solely for the purpose of transferring information back into Salesforce. Is this truly the most efficient approach? We argue that it is not! Enter Scratchpad, the first workspace uniquely crafted for sales professionals. Every feature and interaction has been thoughtfully designed with account executives in mind, prioritizing speed and convenience. Scratchpad seamlessly integrates sales notes, spreadsheets, tasks, Kanban boards, search functionalities, collaboration tools, and adherence to sales processes within a single, user-friendly workspace that links directly to Salesforce, thereby eradicating the need for multiple tabs and redundant efforts. With a plethora of tasks to manage daily, minimizing clicks is essential; Scratchpad consolidates notes, tasks, and customer information—including emails, calendar events, and activity logs—into an easily digestible view. This innovative solution eliminates the hassle of toggling between tabs, providing users with a comprehensive overview to facilitate prompt action. Ultimately, Scratchpad aims to revolutionize how sales professionals work, making their processes smoother and more efficient.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Slack Yes 
APIANT Yes 
DataParser Yes 
Dropbox Dash Yes 
GenRocket No 
Google Docs Yes 
Jira Yes 
Jira Service Management Yes 
Jira Work Management Yes 
Lucidchart Yes 
RELAYTO Yes 
Range Yes 
RegFox Yes 
Salesforce B2C Commerce Yes 
Tactiq Yes 
Unleash Yes 
Workato Yes 
Wufoo Yes 
Zight Yes 

Integrations

Salesforce Yes 
Slack Yes 
APIANT No 
DataParser No 
Dropbox Dash No 
GenRocket Yes 
Google Docs No 
Jira No 
Jira Service Management No 
Jira Work Management No 
Lucidchart No 
RELAYTO No 
Range No 
RegFox No 
Salesforce B2C Commerce No 
Tactiq No 
Unleash No 
Workato No 
Wufoo No 
Zight No 

Pricing Details

$10/month
Free Trial Yes 
Free Version Yes 

Pricing Details

$19 per user per month
Billed annually
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

quip.com

Vendor Details

Company Name

Scratchpad

Founded

2019

Country

United States

Website

scratchpad.com

Product Features

Collaboration

Brainstorming Yes 
Calendar Management Yes 
Chat / Messaging Yes 
Contact Management No 
Content Management Yes 
Document Management Yes 
Project Management Yes 
Real Time Editing Yes 
Task Management Yes 
Version Control Yes 
Video Conferencing Yes 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature No 
Email Management No 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

Idea Management

Activity Dashboard No 
Brainstorming Yes 
Collaboration Yes 
Creator Tracking No 
Idea Ranking Yes 
Project Tracking Yes 
Status Tracking Yes 

Knowledge Management

Artificial Intelligence (AI) No 
Cataloging / Categorization No 
Collaboration Yes 
Content Management No 
Decision Tree Yes 
Discussion Boards No 
Full Text Search Yes 
Knowledge Base Management Yes 
Self Service Portal Yes 

Sales Content Management

Audio / Video Recording No 
Audio File Management No 
Branded Sales Content No 
Centralized Sales Content Repository No 
Collaboration Tools No 
Content Recommendations No 
Email Management No 
Engagement Analytics No 
Interaction Tracking No 
Personalization No 
Sales Partner Management No 
Sales Training / Onboarding No 
Video File Management No 

Sales Enablement

Collaboration Yes 
Contact Management No 
Content Management Yes 
Document Management Yes 
Goals / Quota Management No 
Lead Management No 
Meeting Management Yes 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Product Features

Field Sales

Activity Tracking No 
CRM No 
Channel Management No 
Collaboration Tools No 
Controlled Access No 
Dashboard Management No 
Expense Management No 
Fast Estimates No 
Inventory Management No 
Invoices No 
Lead / Opportunity Management No 
Online Payments No 
Order Management No 
Quoting No 
Reporting / Analytics No 
Route Optimization No 
Territory Management No 
Time Tracker No 
Visit Scheduling No 
Workflow Management No 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

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